The Anderson Search Group | March 2025 Updates
Job Outlook in Commercial Banking and Private Client Advising for 2025
Banking has always been a challenging industry to work in, and the past few years have created multiple opportunities to redefine business strategies in the finance arena.
Experts predict that although macroeconomics could force many banks to recalibrate their business models, banks will be poised to embrace creativity, increase noninterest income, and eliminate technical debt. As new banking models emerge, cost management strategies and the use of AI will go hand in hand, especially with the rise of fintech.
How to Get Your Job Search Back on Track When the Market Isn’t Responding
The job search process can often feel like a rollercoaster ride, and it’s easy to feel like you’re in a slump when the market isn’t responding as you hoped. In today’s evolving economy, where commercial banking and financial services are adjusting to new challenges, waiting for the perfect opportunity can sometimes feel like an endless cycle of applications and silence.
The Great Return to the Office: Why Hybrid Work is Here to Stay
For the past few years, large employers across industries have been tightening their rules on remote work, urging employees back into the office. Yet, despite the headlines about return-to-office mandates from companies like Goldman Sachs, Tesla, and even Zoom, the reality tells a different story. Data shows that remote work levels have remained surprisingly steady, baffling even seasoned experts who have studied workplace trends for years.
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Formal credit training or commercial banking underwriting experience
- 10+ years commercial banking calling experience
- Proven track record for generating loans and deposits using their own external network
- Experience with C&I, SBA, and CRE loan production – CRE to include builder lines and construction
- Stable resume and work history
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Formal credit training or commercial banking underwriting experience
- 10+ years commercial banking calling experience
- Proven track record for generating loans and deposits using their own external network
- Experience with C&I, SBA, and CRE loan production – CRE to include builder lines and construction
- Stable resume and work history
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3 years minimum Commercial Credit Underwriting Experience
- Formal Bank Credit Training
- Must have Commercial Real Estate Underwriting Experience
- Bachelors Degree
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7+ years HNW/UHNW Private Wealth Management Business Development Experience
- Proven track record for bringing in new fee based planning AUM and new HNW/UHNW clients using an existing external network in and around Fort Lauderdale
- Bank wealth platform team sales experience preferred
- CFP Designation Preferred
- Entrepreneurial drive
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7+ years HNW/UHNW Private Wealth Management Business Development Experience
- Proven track record for bringing in new fee based planning AUM and new HNW/UHNW clients using an existing external network in and around Jacksonville
- Bank wealth platform team sales experience preferred
- CFP Designation Preferred
- Entrepreneurial drive
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7+ years HNW/UHNW Private Wealth Management Business Development Experience
- Proven track record for bringing in new fee based planning AUM and new HNW/UHNW clients using an existing external network in and around Atlanta
- Bank wealth platform team sales experience preferred
- CFP Designation Preferred
- Entrepreneurial drive
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Formal credit training or commercial banking underwriting experience
- 5+ years commercial banking calling experience
- Proven track record for generating loans and deposits using their own external network
- Experience with C&I, SBA, and CRE loan production – CRE to include builder lines and construction
- Stable resume and work history
CASE STUDY:
Interview with $14 Billion Bank Executive — Robert Perfetto,
Human Resources Manager, SVP
Meeting the Hiring Needs of a Multi-Billion Dollar Client
CHALLENGE
The financial institution faced a challenging search for a senior professional with broad experience in product development across multiple banking sectors. The ideal candidate was expected to come from small to mid-sized banks, which limited the talent pool and made relocation difficult. The search had already been open for months, with urgency growing as it approached the 4Q and a team awaited leadership and strategy.
SOLUTION
The Anderson Search Group leveraged their expertise in banking recruitment to conduct a national search, developing a pool of candidates with the necessary skills and cultural fit.
RESULTS
Through precise candidate qualifying and aggressive outreach, The Anderson Search Group identified the ideal professional to fill the role. The selected candidate brought a strong background, was excited to take on leadership responsibilities, and aligned well with the institution’s culture. The search was completed efficiently, ensuring the team had the leadership needed to move forward.

Private Banker – Houston, Texas
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17 years of Private Banking and Wealth Management experience in Houston
- Average client size is $5 million investable assets
- Formally credit trained, can structure and underwrite his own deals
- 2024: YTD – $70 million in AUM from previous clients
- 2023: $43 million AUM and 13 new relationships
- 2022: $40 million AUM, $60 million deposits, $23 million loans
- COI’s consist of estate planning attorneys, CPA’s, and commercial bankers
- Licenses: Series 7, Series 66, Texas Life and Health Insurance, Certified Wealth Strategist – CWS, and Accredited Wealth Management Advisor Professional Designation – SE-AWMA
Commercial Lender –
New York City, New York
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Formally credit trained – extensive and impressive credit skills
- Focuses on C&I lending and not for profit lending
- Works with clients between $5 million – $50+ million in annual revenue
- Consistently producing $10 million – $15 million in new credit deals annually
- Consistently doing $5 million – $10 million in new deposits annually
- Self-sources 98% of his business
- Highly involved with COI’s and networking
20+ Year Commercial Banker –
Los Angeles, California
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C&I and Owner Occupied CRE Lender
- Loan sizes range from $5 million to $25 million
- Client annual revenues typically $25 million to $250 million
- Produces 99% of his business in L.A. County and majority of his contacts are in downtown Los Angeles
- Multiple President’s Club Awards for production and is consistently a top 3 producer at every bank he’s worked at
Commercial Banker –
New York City, New York
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Specializes in C&I Owner Occupied and Multi Family CRE
- Average client size is $20 million – $70 million in annual revenue
- Average deal size is $5 million – $10 million
- 2024 loan production $16 million
- 2023 loan production $28 million
- MBA in Finance
- Formally credit trained
Download The Anderson Search Group Compensation Guide
What are competitive salaries in Commercial Banking and Private Wealth?
The Anderson Search Group, a leading recruitment firm specializing in commercial banking and private wealth, supports institutions nationwide by sourcing top talent. To help employers stay competitive, we’ve created a comprehensive guide to evaluate compensation rates and make adjustments that improve hiring and retention. This exclusive report, offering detailed market insights, is available for instant download
About The Anderson Search Group
We are a Boutique Commercial Banking and Private Wealth Executive Search Firm specializing in placing elite commercial banking and private wealth talent with the nation’s finest financial institutions.